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iShares FTSE KLD 400 Social Idx shares owned by Moment Partners

Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Moment Partners from 13F filings

Historical chart of Moment Partners investment in iShares FTSE KLD 400 Social Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares FTSE KLD 400 Social Idx held by Moment Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Moment Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.7M 37k 125.95
2025-06-30 $4.4M 38k 116.16
2025-03-31 $3.5M 34k 102.41

More positions owned by Moment Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Select Divid Etf (DVY)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Series Trust Portfolio Intrmd (SPIB)
First Tr Exchange-traded SHS (FVD)
Apple (AAPL)
Ishares Tr Esg Msci Kld 400 (DSI)
First Tr Exchange-traded First Tr Enh New (FTSM)

View all positions for Moment Partners

Top funds holding iShares FTSE KLD 400 Social Idx

Morgan Stanley
Envestnet Asset Management
Jpmorgan Chase & Co
LPL Financial
Bank of New York Mellon
Ameriprise Financial
UBS Group
TrueNorth
Betterment
Envestnet Portfolio Solutions
Mariner Wealth Advisors
Us Bancorp
Rockefeller Capital Management
Sei Investments
Wells Fargo & Company

View all funds holding iShares FTSE KLD 400 Social Idx